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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
2526
CacheTech Inc
Utah
$547K – – –
CC
2527
Commons Capital
Massachusetts
$546K – – –
TC
2528
Truvestments Capital
Florida
$545K -$36.2K -320 -7%
BA
2529
BIP Alliance
Georgia
$545K +$4.52K +40 +1%
KFI
2530
Key Financial Inc
Pennsylvania
$544K – – –
GJIA
2531
Glass Jacobson Investment Advisors
Maryland
$542K +$19.2K +170 +4%
SAMT
2532
Select Asset Management & Trust
Pennsylvania
$542K – – –
FAG
2533
Fortitude Advisory Group
Washington
$540K -$41.8K -370 -8%
ACC
2534
Acorn Creek Capital
Colorado
$540K +$17K +150 +4%
BAWC
2535
Boyce & Associates Wealth Consulting
Texas
$538K – – –
SSCM
2536
Spectrum Strategic Capital Management
Oregon
$538K – – –
CPSAC
2537
Chas P. Smith & Associates (CPS)
Florida
$538K +$46.4K +410 +11%
AFS
2538
Anderson Financial Strategies
Ohio
$537K – – –
MWM
2539
Meritas Wealth Management
California
$537K – – –
DWM
2540
DecisionMap Wealth Management
Virginia
$537K +$15.8K +140 +4%
OP
2541
ORG Partners
Indiana
$537K +$198K +1,750 +73%
QOP
2542
Quinn Opportunity Partners
Virginia
$536K -$17.8M -157,000 -98%
MPIA
2543
Mountain Pacific Investment Advisers
Idaho
$536K – – –
BAM
2544
Byrne Asset Management
New Jersey
$534K -$443K -3,920 Closed
SFS
2545
Sharp Financial Services
Pennsylvania
$534K +$2.26K +20 +0.5%
JCFM
2546
JBR Co Financial Management
Oklahoma
$533K -$39.6K -350 -8%
BCM
2547
Boreal Capital Management
Florida
$533K +$450K +3,980 New
SMFG
2548
Sumitomo Mitsui Financial Group
Japan
$532K +$228K +2,020 +101%
SWA
2549
Sightline Wealth Advisors
Connecticut
$532K – – –
WIM
2550
Warwick Investment Management
Texas
$532K +$14.7K +130 +3%
100 101
102
103 104